Exporting Requests

Exporting Requests

With Requests, your firm may desire to have a PDF copy of the information your client has provided. Your firm may also want to print this information. Below are steps to export a Request.

  1. From the Requests page, navigate to the tab the Request you wish to export is in.
    1. Open Requests: Requests that your client has received but has not yet been marked as submitted on the client's end.
    2. Pending Review Requests: Requests that your client has marked as completed by clicking the Submit button.
    3. Archived Requests: Requests that a firm user has archived by clicking the Mark Complete button.
    4. Note: Draft Requests can not be exported.
  2. Click to view the Request.
  3. Click the Export button in the upper-right corner.
  4. A new window will open with the Request formatted for export.
  5. Click the Export button in the upper-right corner.
  6. Liscio will open your Print screen, allowing you to either Print the Request or Save as PDF.
    1. If selecting to Print, the Request will print to your printer of choice.
    2. If selecting to Save as PDF, you will be prompted to select the file location you wish to save the PDF to.



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